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Value Line Asset Allocation Fund Investor Class (VLAAX)

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46.15 -0.25    -0.54%
13/12 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Value Line
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 386.52M
Value Line Asset Allocation Investor 46.15 -0.25 -0.54%

Value Line Asset Allocation Fund Investor Class Overview

 
On this page you'll find an in-depth profile of Value Line Asset Allocation Fund Investor Class. Learn about the key management, total assets, investment strategy and contact information of VLAAX among other information.
Category

Allocation--50% to 70% Equity

Total Assets

386.52M

Expenses

1.06%

Inception Date

34205

Investment Strategy

The investment seeks to achieve a high total investment return consistent with reasonable risk. To achieve the fund's investment objective, the adviser invests in a broad range of common stocks, bonds and money market instruments. The Adviser attempts to achieve its objective by following an asset allocation strategy that enables the Adviser to periodically shift the assets of the fund among three types of securities: (a) common stocks, (b) debt securities with maturities of more than one year that are principally rated investment grade and (c) money market instruments.

Contact Information

Address 7 Times Square, Suite 1606
New York,NY 10036.
United States
Phone +1 8002432729
Fax New York

Top Executives

Name Title Since Until
Mitchell Appel - 2024 Now
Ronald Deonarain - 2023 Now
Liane Rosenberg Portfolio Manager 2012 Now
Biography Ms. Rosenberg has been a portfolio manager with EULAV Asset Management since November 2009. From May 2008 until December 2008 she was a client portfolio manager with MEAG New York, formerly Munich Re Capital Management. From August 2004 until April 2008, she was Director of Portfolio Management at XL Capital Ltd.
Stephen E. Grant Portfolio Manager 1993 Now
Biography Mr. Grant has been a portfolio manager with EULAV Asset Management or its predecessor since 1991.
Jeffrey Geffen Portfolio Manager 2001 2022
Biography Geffen has been a portfolio manager with EULAV Asset Management, his employer since 2001. Prior to joining the company, he was vice president of investments at Morgan Stanley Dean Witter Advisors from 1989-2001.
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